Revised GIPS standards focus on pricing and risk management

The new revisions, the first since 2005, go into effect in January 2011. Investment managers aiming to stay in compliance with GIPS have until then to get up to speed with the new requirements.

Major components of the revised standards include fair-value requirements - mandating firms use fair-value methodologies to price assets when no market value data is available (the CFA Institute has developed a valuation hierarchy for members to use). In addition, members will have to disclose the

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact [email protected] or view our subscription options here:

You are currently unable to copy this content. Please contact [email protected] to find out more.

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here: